OCM
LPLA icon

Ovata Capital Management’s LPL Financial LPLA Stock Holding History

Ovata Capital Management’s Portfolio LPLA Stock Details LPLA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-10,000
Closed -$3.27M – 52
2025
Q1 		$3.27M Buy
+10,000
New +$3.27M 1.24% 18
2020
Q3 		– Sell
-360
Closed -$28K – 129
2020
Q2 		$28K Buy
+360
New +$28K 0.01% 139